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To: Dave B who wrote (63751)1/5/2001 11:00:50 AM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Dave, re: "Tate has already stated that the magnitude of SDRAM royalties is closer to 1% than .1%"
For me that explains the low consensus for Q1 and the year.
And with SDRAM >80% share in 2001..........;-)
JMHO's



To: Dave B who wrote (63751)1/6/2001 5:06:00 PM
From: ekid  Read Replies (1) | Respond to of 93625
 
When and where can we get actual numbers for CY2000 & Q42000 worldwide Dram sales ?
TIA


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